Blueleaf Advisor – The Evolution
The reason I believe in Blueleaf — and the reason we started the company — is to help people in the middle, people like our Blueleaf team, with their long-term finances. We want to give them transparency and a complete view of their money that helps make everything clear and simple to understand. It started as a “make something useful for us” strategy. On the path there, advisors started to contact us about using Blueleaf with their clients, and we learned a few important things. Advisors had challenges serving people like us, the “mass-affluent,” and as a result the number of exceptional advisors serving our market was limited. So we got to work … Continue reading
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